it's your money. and your choice.
Conversations about money are inevitably about life choices – being aware of your options and having a strategy will help you adapt and make crucial decisions to shape your financial future.
So, you may ask, what exactly do I do and what’s behind the advice that I give?
The simple answer... I help you understand your money choices. It could be choosing time by scaling back work in the lead up to retirement. Or, your family by helping children up the property ladder. Maybe it’s deciding where to invest to earn the passive income to support your passions in life. Assisting with your money choices is not just supporting goals and aspirations, it’s about helping you see the big picture so you are in control.
I offer a unique approach, backed by a multi-disciplinary education and professional background, that spans accounting, legal, finance, tax, and investment. I specialise in planning for retirement and getting the most out of running a Self-Managed Superannuation Fund (SMSF). Financial planning is merely the glue that brings all of this together.
Absolutely all your bases are covered – from the strategy, advice, and investing, to the administration, tax, and accounting... all rolled into one!
everything you need to succeed
strategic
advice
I use a proprietary process to analyse your cash flow, capital and contingencies, structure your financial affairs, and nail a strategic blueprint that sets you up for the long-term.
I bring everything together with an action plan to implement. You’ll have a financial strategy that’s aligned with your aspirations for you, your family and your legacy.
investment
management
This is my every day and I love it! It’s right at the heart of what I do.
Investing is full of high-velocity information and high volume noise that can pull at your emotions and get in the way of clear-headed decision-making. I help you think ahead, switch off the noise, and overcome the psychological pressures so you stay focused on the long game.
accounting
services
It might sound boring but it has to be done right. Imagine how much easier life will be with all the accounting, taxation, and administration skills you need at your disposal. It’s simpler.
All the paperwork is taken care of so you save time and hassle, plus, with one point of contact, things won't slip through the cracks and there are no overlapping fees.